SES AISES
SES
About: SES AI Corp is a developer and manufacturer of high-performance, AI-enhanced Lithium-Metal (Li-Metal) and Lithium-ion (Li-ion) rechargeable battery technologies for electric vehicles (EVs), Urban Air Mobility (UAM), drones, robotics, Battery Energy Storage Systems (BESS) and other applications. It includes Software and Hardware products that are EV, UAM, Drone, Molecular Universe, and Avatar.
Employees: 250
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
26% more call options, than puts
Call options by funds: $228K | Put options by funds: $181K
13% more funds holding
Funds holding: 92 [Q4 2024] → 104 (+12) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 30
3.56% less ownership
Funds ownership: 27.98% [Q4 2024] → 24.42% (-3.56%) [Q1 2025]
79% less capital invested
Capital invested by funds: $194M [Q4 2024] → $40.8M (-$153M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$2
67%
upside
Avg. target
$2
67%
upside
High target
$2
67%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Cantor Fitzgerald Derek Soderberg | 67%upside $2 | Overweight Reiterated | 24 Jun 2025 |
Financial journalist opinion
Based on 10 articles about SES published over the past 30 days
Neutral
The Motley Fool
2 days ago
Why SES AI Stock Rocked the Market Today
A big-ticket acquisition, plus a reaffirmation of full-year revenue guidance, provided electric vehicle (EV) battery developer SES AI (SES 14.83%) with a pleasant share price lift on Monday. The company's stock zoomed more than 15% higher in value, making it quite the outlier on a trading day when the S&P 500 (^GSPC 0.02%) rose only marginally.
Neutral
Business Wire
2 days ago
SES AI Accelerates Timeline for Revenue Growth and Profitability with Acquisition of an Energy Storage System Producer UZ Energy
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced it has executed a definitive agreement to acquire 100% of UZ Energy, an energy storage systems (“ESS”) provider, for a purchase price of approximately $25.5 million, subject to earnout adjustment based on the achievement of specified financial targets. The acquisition is expected to close in.
Neutral
Business Wire
2 days ago
SES AI Announces Preliminary Second Quarter 2025 Financial Results
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”, the “Company,” “we” or “us”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced its preliminary financial and business results for the second quarter ended June 30, 2025. Preliminary Second Quarter 2025 Highlights: Revenue of $3.5 million for a total of $9.3 million in the first half of 2025 Gross Margin of 74% Cash used in operations of $10.
Positive
Seeking Alpha
3 days ago
SES AI: Buy Before Earnings
SES AI's share price is undervalued given its rapid business progress, unique AI-driven materials platform, and expanding customer base among major battery manufacturers. The Molecular Universe (MU) AI platform is gaining traction, with most large battery companies testing or negotiating contracts, creating a high-margin, recurring revenue opportunity. SES has a flawless balance sheet, strong revenue growth from drone batteries, and is likely to beat earnings expectations and raise guidance at the next call.
Positive
Seeking Alpha
6 days ago
SES AI: Buy Ahead Of Growth Acceleration
SES AI leads in Li-Metal battery innovation, targeting 500 Wh/kg by 2025, promising longer EV ranges and faster charging if commercialized at scale. The company's deep AI integration—Molecular Universe for rapid R&D and Avatar for safety—sets us apart, driving both technology and recurring software revenue. Despite strategic OEM partnerships and early revenue, it faces high cash burn, profitability challenges, and will need significant future funding to scale.
Positive
Seeking Alpha
1 week ago
SES AI: Profitability Could Be Achieved In 2026 - Strong Buy
SES AI's asset-light business model supports high gross margins and scalability, with a breakeven point estimated at $32 million in annual revenue. I project SES will achieve profitability in 2026, assuming revenue doubles to $50 million without significant increases in fixed costs. My cost-behavioral analysis, though simple, suggests losses will narrow in 2025, with profitability likely as operational leverage improves.
Positive
Seeking Alpha
1 week ago
SES AI: Higher Revenues Expected And Greater Commercialization Efforts Into 2026
I rate SES AI as a hold, balancing its strong growth prospects with ongoing high net losses likely to persist into 2026. SES's first revenue in Q1 2025 and the launch of Molecular Universe 0.5 highlight its commercialization progress and AI-driven battery innovation. Despite positive market sentiment, the company appears to trade at a fair valuation based on forward price-to-sales metrics, but a share buyback could improve the valuation.
Neutral
Business Wire
1 week ago
SES AI Announces Date of Conference Call for Second Quarter 2025 Results
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced it will release its 2025 second quarter financial results after market close on Monday, August 4, 2025. The Company will hold a conference call on Monday, August 4, 2025, at 5:00 p.m. ET. A webcast of the live conference call will be available through SES's Investor Relations website, https:.
Neutral
Business Wire
2 weeks ago
SES AI to Participate in Water Tower Research Fireside Chat on Tuesday, July 15, 2025
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced that Dr. Qichao Hu, Founder, Chairman and CEO, will participate in the upcoming Water Tower Research Fireside Chat Series taking place today at 2:00 p.m. Eastern Time. The Fireside Chat will be hosted by John Roy, Managing Director of Water Tower Research and will cover the following topics:.
Neutral
Business Wire
3 weeks ago
SES AI Launches Agentic Capability in Latest Molecular Universe Release to Increase Value Proposition for R&D as a Service
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today released a new version of Molecular Universe, MU-0.5, that includes a new and exciting feature – Deep Space – to accelerate commercial product development and enhance SES AI's first-mover advantage with R&D as a service in the global battery industry. “Two months after its original release, Molecu.
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